Compare · 4 funds side by side · dividends reinvested

PSC, DFAS, IWF and VO

PSCPrincipal×DFASDimensional×IWFiShares×VOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,892IWF · best of the four

02 / 04

PSC, DFAS, IWF and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B2.1

Principal U.S. Small-Cap Multi-Factor ETFUS Stock Styles · Small cap0.38%0.59%+18.2%+22.3%+20.8%+8.4%−10.0%17.2%$2.6B2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: PSC 2016 · DFAS 1992 · IWF 2000 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Small-Cap Multi-Factor ETF · $2.6B$14,980

PSC

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,033

$10,000 five years ago, dividends reinvested · they hold 24.3% in common

PSCMeasureDFAS

+18.2%Year to dateJan 1 → Nov 9+16.1%

+22.3%1 yearTotal return+20.9%

+20.8%3 years · per year$10,000 became $17,619 · $16,239+17.5%

+8.4%5 years · per year$10,000 became $14,980 · $14,033+7.0%

0.38%Expense ratio$38 · $30 a year on $10k · lower is better0.30%

0.59%Trailing 12-mo yield$59 · $100 a year on $10k1.00%

−10.0%Worst dropSmaller is better−9.4%

17.2%VolatilityLower is calmer15.9%

PSCDFAS Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSC vs DFAS: Top 5 Holdings

Today

PSC

4.5%in top 5

DFAS

in top 51.3%

PSCStockDFAS

1.1%ZETAnot top 5

0.9%TXGnot top 5

0.9%EATnot top 5

0.8%BKHnot top 5

0.8%FRSHnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common24.3%

End-of-day Nov 9, 2026 · share of each fund

PSC vs DFAS Returns, Every Period

PrincipalPSC

+8.4%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

PSCDFASFaded: behind in that period

4–0PSC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

PSC vs VO

YTD

PrincipalPSC

+18.2%

VOVanguard

+13.6%

+18.2%Year to date+13.6%

−10.0%Worst drop · 1Y−8.2%

17.2%Volatility · 1Y13.1%

0.6%Yield1.4%

$2.6BAssets$103B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSC, DFAS, IWF, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

DFAS0.30%$30

PSC0.38%$38

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: PSC, DFAS, IWF, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

DFAS1.00%$100

PSC0.59%$59

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAS$100 − $30 = $70

PSC$59 − $38 = $21

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: PSC, DFAS, IWF, VO

Today

24.3%most shared, PSC and DFAS

PSCDFASIWFVO

PSC—24.3%0.0%0.0%

DFAS24.3%—1.4%0.1%

IWF0.0%1.4%—9.2%

VO0.0%0.1%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+22.3%PSC, at 17.2% volatility

VOWorst drop−8.2%13.1% vol

DFASWorst drop−9.4%15.9% vol

PSCWorst drop−10.0%17.2% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOPSC

+13.6%Year to date+18.2%

1.4%Yield0.6%

+15.6%Past year+22.3%

0.03%Fee0.38%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026